Latest Institutional Transactions on Ishares Tr (GVI)
This table provides information on the latest institutional transactions involving Ishares Tr (GVI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2021
Q3 2021
|
Gables Capital Management Inc.
|
SELL
|
- |
-1.5K- 60.0% |
$173K - $176K
|
1K
$105K
|
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
708+ 769.57% |
$81.5K - $83K
|
800
$83.8K
|
|
|
Nov 05, 2021
Q3 2021
|
Citizens Financial Group Inc
|
BUY
|
- |
3.33KNew |
$383K - $390K
|
3.33K
$349K
|
|
|
Nov 04, 2021
Q3 2021
|
Prw Wealth Management LLC
|
SELL
|
- |
-9.82KClosed |
$1.13M - $1.15M
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
28.4KNew |
$3.27M - $3.33M
|
28.4K
$2.97M
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-100Closed |
$11.5K - $11.7K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-1.86KClosed |
$214K - $218K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 11, 2021
Q2 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2.3KClosed |
$264K - $267K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-27Closed |
$3.1K - $3.13K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-60Closed |
$6.89K - $6.96K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Arcadia Investment Management Corp
|
SELL
|
- |
-182Closed |
$20.9K - $21.1K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
166KNew |
$19.1M - $19.2M
|
166K
$17.4M
|
|
| Q1 2021 | |||||||
|
Jun 15, 2021
Q1 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.06KClosed |
$122K - $125K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-55Closed |
$6.31K - $6.47K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-8.37KClosed |
$961K - $984K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-16KClosed |
$1.84M - $1.88M
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Windsor Group LTD
|
SELL
|
- |
-19.5KClosed |
$2.24M - $2.29M
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Biltmore Family Office, LLC
|
SELL
|
- |
-21Closed |
$2.41K - $2.47K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.71KClosed |
$196K - $200K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-2.06KClosed |
$236K - $242K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Daniels&Tansey,Llp
|
SELL
|
- |
-2.56KClosed |
$294K - $301K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.04KClosed |
$119K - $122K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Community Bank, N.A.
|
SELL
|
- |
-203Closed |
$23.3K - $23.9K
|
0
$0
|
|
|
Apr 15, 2021
Q1 2021
|
Townsend & Associates, Inc
|
SELL
|
- |
-15.3KClosed |
$1.76M - $1.8M
|
0
$0
|
|
| Q4 2020 | |||||||
|
Dec 01, 2022
Q4 2020
|
Mufg Americas Holdings Corp
|
BUY
|
- |
212New |
$24.8K - $25K
|
212
$22.2K
|
|
|
Feb 16, 2021
Q4 2020
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-2.58KClosed |
$302K - $304K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-3.96KClosed |
$464K - $467K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-2.76KClosed |
$322K - $324K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-258Closed |
$30.2K - $30.4K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
198New |
$23.2K - $23.3K
|
198
$20.7K
|
|
|
Feb 03, 2021
Q4 2020
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-979Closed |
$115K - $115K
|
0
$0
|
|
|
Jan 25, 2021
Q4 2020
|
V Wealth Advisors LLC
|
SELL
|
- |
-3.72KClosed |
$435K - $438K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-8Closed |
$940 - $947
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Hilton Capital Management, LLC
|
SELL
|
- |
-444KClosed |
$52.2M - $52.6M
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-7.75KClosed |
$911K - $918K
|
0
$0
|
|
|
Nov 04, 2020
Q3 2020
|
Comerica Securities,Inc.
|
SELL
|
- |
-9.29KClosed |
$1.09M - $1.1M
|
0
$0
|
|
|
Oct 29, 2020
Q3 2020
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-2.58KClosed |
$304K - $306K
|
0
$0
|
|
|
Oct 20, 2020
Q3 2020
|
Jordan Park Group LLC
|
SELL
|
- |
-98.3KClosed |
$11.6M - $11.6M
|
0
$0
|
|
|
Oct 08, 2020
Q3 2020
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-1.26KClosed |
$148K - $149K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
6.67K+ 25.6% |
$765K - $786K
|
32.7K
$3.43M
|
|
|
Sep 03, 2020
Q2 2020
|
Reliant Wealth Planning
|
SELL
|
- |
-203KClosed |
$23.3M - $23.9M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-24.9KClosed |
$2.85M - $2.93M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-121Closed |
$13.9K - $14.2K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-24.8KClosed |
$2.85M - $2.93M
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
548+ 1.45% |
$62.8K - $64.5K
|
38.4K
$4.02M
|
|
|
Aug 12, 2020
Q2 2020
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.76KClosed |
$201K - $207K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-51.3KClosed |
$5.88M - $6.03M
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Mc Adam, LLC
|
SELL
|
- |
-2.27KClosed |
$260K - $267K
|
0
$0
|
|
|
Jul 14, 2020
Q2 2020
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-247Closed |
$28.3K - $29.1K
|
0
$0
|
|
|
Jul 07, 2020
Q2 2020
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-2.38KClosed |
$273K - $280K
|
0
$0
|
|